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Simplicity Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Simplicity Wealth’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,992
Closed -$1.23M – 846
2024
Q2 		$1.23M Sell
3,992
-171
-4% -$51K 0.03% 469
2024
Q1 		$1.25M Buy
+4,163
New +$1.19M 0.03% 459

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Wealth's IWV Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 3,992 shares — an estimated $1.23M sold.

Simplicity Wealth first reported a position in IWV in Q1 2024 and held it in 2 quarters. The position peaked at $1.25M in Q1 2024. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,992 iShares Russell 3000 ETF shares in Q3 2024, an estimated $1.23M.
  • Simplicity Wealth first reported a position in iShares Russell 3000 ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares Russell 3000 ETF position peaked at $1.25M in Q1 2024.
  • 782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.